Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 5.18 Million shares, which have been reported (via 13F filing form) to have a value of $69.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,218,652
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2024
Added 25.18%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
622,086
shares
|
$8.32 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
523,333
shares
|
$7 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
442,350
shares
|
$5.91 Million
0.12% of portfolio
|
Q1 2024
Added 17.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
364,094
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2024
Added 21.09%
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
183,708
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2024
Added 2.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
144,463
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2024
Added 8.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
129,834
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2023
Added 29.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
129,718
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2024
Added 11.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
115,210
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
104,321
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2024
Added 4.5%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 03, 2024 Q1 2024 |
93,638
shares
|
$1.25 Million
0.8% of portfolio
|
Q1 2024
Added 3.04%
|
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
86,692
shares
|
$1.16 Million
0.22% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 08, 2024 Q1 2024 |
78,542
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2024
Reduced 21.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
76,027
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
68,684
shares
|
$918,305
0.0% of portfolio
|
Q1 2024
Added 58.63%
|
|
|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
67,945
shares
|
$908,424
0.11% of portfolio
|
Q1 2024
Reduced 3.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
66,154
shares
|
$884,478
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 15, 2024 Q1 2024 |
53,074
shares
|
$709,599
0.39% of portfolio
|
Q1 2024
Added 19.99%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
52,976
shares
|
$708,289
0.29% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
48,402
shares
|
$647,134
0.0% of portfolio
|
Q1 2024
Added 29.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
44,812
shares
|
$599,136
0.0% of portfolio
|
Q1 2024
Added 114.87%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
42,829
shares
|
$572,623
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
38,119
shares
|
$509,651
0.0% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
35,127
shares
|
$469,647
0.0% of portfolio
|
Q1 2024
Reduced 24.54%
|
|